HB Wealth Management’s Neuberger Option Strategy ETF NBOS Stock Holding History

HB Wealth Management’s Portfolio NBOS Stock Details NBOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-32,202	Closed	-$902K	–	1974
2026 Q2	$902K	Sell	32,202 -2,795	-8%	-$77.5K	0.01%	791
2026 Q1	$936K	Sell	34,997 -13,622	-28%	-$373K	0.01%	694
2025 Q4	$1.33M	Sell	48,619 -6,459	-12%	-$175K	0.01%	535
2025 Q3	$1.48M	Buy	55,078 +7,990	+17%	+$211K	0.01%	498
2025 Q2	$1.23M	Sell	47,088 -20,640	-30%	-$521K	0.01%	482
2025 Q1	$1.73M	Sell	67,728 -16,237	-19%	-$428K	0.01%	414
2024 Q4	$2.21M	Sell	83,965 -16,565	-16%	-$439K	0.02%	266
2024 Q3	$2.65M	Sell	100,530 -11,167	-10%	-$290K	0.03%	235
2024 Q2	$2.94M	Buy	+111,697	New	+$2.89M	0.03%	209

Other funds holding NBOS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TFB Advisors Overland Park, Kansas $245M AUM 19.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HB Wealth Management's NBOS Position: Q3 2026 in Review

HB Wealth Management sold out of Neuberger Option Strategy ETF (NBOS) in Q3 2026, closing a stake of 32,202 shares — an estimated $902K sold.

HB Wealth Management first reported a position in NBOS in Q2 2024 and held it in 9 quarters. The position peaked at $2.94M in Q2 2024. 21 funds tracked by Wall St. Rank hold NBOS as of Q3 2026.

HB Wealth Management reported no remaining Neuberger Option Strategy ETF position as of Q3 2026 after selling out during the quarter.
HB Wealth Management sold 32,202 Neuberger Option Strategy ETF shares in Q3 2026, an estimated $902K.
HB Wealth Management first reported a position in Neuberger Option Strategy ETF in Q2 2024 and held it in 9 quarters.
HB Wealth Management's Neuberger Option Strategy ETF position peaked at $2.94M in Q2 2024.
21 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.